the fed does taper, the economy is getting better, markets start reflecting the economy, corporate profits, earnings are strong, and low inflation and guess whatting are as they taper, the pop the bubble in the bond market. there's a bubble in the bond market. particularly the more risky bonds. looking for yield and return. that money somehow comes back to the stock market. that's the possibility. >> neil: that's been the hope. not always consistent that money hat leaves bonds goes to stock market. we're gold. what if the fed were to say the clearest terms not only are we tapering down but we're going to continue to taper down in the months to come. that would imply something stronger than just ebbing a little bit. >> here's the thing. the mind of the market. we keep talking about that. forget about rationality and fundamentalled. remember the movie backdraft. report deniro looking for the mind of the fire. the market is fixated on fed spending. even if he says something more than tapering, the market could sell off significantly. >> neil: something else that might or might not rattle. dro